Who owns the MEET THE PORTFOLIO MANAGER trademark?

The MEET THE PORTFOLIO MANAGER trademark is owned by Moran Wealth Management, LLC.

What class is the MEET THE PORTFOLIO MANAGER trademark registered in?

The MEET THE PORTFOLIO MANAGER trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for MEET THE PORTFOLIO MANAGER?

The USPTO serial number for MEET THE PORTFOLIO MANAGER is 99138216.

What is the registration number for MEET THE PORTFOLIO MANAGER?

MEET THE PORTFOLIO MANAGER is registered under USPTO registration number 8141414.

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Updated Sep 29, 2026·28 searches this week

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MEE

USPTO Trademark Record

REGISTERED

MEET THE PORTFOLIO MANAGER

SN 99138216·Reg 8141414·Filed Apr 15, 2025

Owner Moran Wealth Management, LLC

Financial, monetary and banking services; insurance services; real estate services.

MEET THE PORTFOLIO MANAGER (Serial No. 99138216), Registration No. 8141414, is a registered US trademark filed on Apr 15, 2025 by Moran Wealth Management, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: February 17, 2032

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MEET THE PORTFOLIO MANAGER (Reg. #8141414) is a registered US trademark that has been protecting its owner, Moran Wealth Management, LLC, since 2025. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Apr 15, 2025

SERIAL

99138216

REG#

8141414

REGISTERED

Feb 17, 2026

Filing Information

StatusREGISTERED

Filing DateApr 15, 2025

Serial Number99138216

Registration No.8141414

Registration DateFeb 17, 2026

Status DateFeb 17, 2026

Published for OppositionDec 30, 2025

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Mar 20, 2016

First use in commerce: Mar 20, 2016

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

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Status History

10 events

REGISTERED-PRINCIPAL REGISTER

Feb 17, 2026

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Feb 17, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Dec 30, 2025

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Dec 30, 2025

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Dec 24, 2025

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Dec 02, 2025

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Sep 10, 2025

ASSIGNED TO EXAMINER

NEW APPLICATION ENTERED

Apr 15, 2025

NEW APPLICATION ENTERED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Apr 15, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

APPLICATION FILING RECEIPT MAILED

Apr 15, 2025

APPLICATION FILING RECEIPT MAILED

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